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Kathleen Obrien

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Kathleen Obrien

Senior Vice President | Regional Trust Manager | Arden Trust Company

Wilmington, Delaware, United States

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Kathleen Obrien

Summary

Kathleen O'Brien is a seasoned trust services and fiduciary professional with over 25 years of experience in the wealth management sector. Currently serving as Senior Vice President and Regional Trust Manager at Arden Trust Company, she has cultivated a robust understanding of fiduciary compliance, trust tax regulations, and investment principles. Kathleen's career has spanned prestigious institutions such as Wells Fargo and Morgan Stanley Trust, where she has demonstrated her ability to lead teams and manage complex trust administration processes. Her expertise encompasses a wide range of financial services, including estate planning, asset management, and elder advocacy. Kathleen is passionate about providing high-quality financial guidance to clients, particularly high net worth individuals. With a strong educational background in physical therapy studies, she brings a unique perspective to her financial practice. Outside of her professional life, she is likely to engage in community service or advocacy related to elder care, given her specialization in elder advocacy.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Kathleen Obrien

Work Experience

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Senior Vice President | Regional Trust Manager at

Arden Trust Company

July 2015 - Present

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Vice President | Team Lead | Senior Trust Officer at

Wells Fargo

July 2012 - July 2015

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Director | Vice President | Senior Trust Officer at

Morgan Stanley Trust

March 2002 - December 2009

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Director | Vice President | Senior Trust Officer at

Merrill Lynch/Wfc/L. Inc.

November 1995 - March 2002

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Assistant Vice President | Trust Officer at

Northern Trust Bank

June 1986 - November 1995

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Kathleen Obrien

Education

Southern Illinois University, Physical Therapy/Therapist

January 1970 - January 1970

Arizona State University, Bachelor's Degree

Frequently Asked Questions about Kathleen Obrien

What is Kathleen Obrien email address?

Kathleen Obrien's primary email address is ***************@ardentrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kathleen Obrien work for?

Kathleen Obrien is a Senior Vice President | Regional Trust Manager at Arden Trust Company, a company specializing in Monetary Authorities-Central Bank.

Where Kathleen Obrien graduated from?

Kathleen Obrien holds a degree in from Southern Illinois University.

How can I directly contact Kathleen Obrien?

To contact Kathleen Obrien directly, you can use the email address ***************@ardentrust.com. Complete contact information is available upon registration with Muraena.

Who is Kathleen Obrien?

Kathleen O'Brien is a seasoned trust services and fiduciary professional with over 25 years of experience in the wealth management sector. Currently serving as Senior Vice President and Regional Trust Manager at Arden Trust Company, she has cultivated a robust understanding of fiduciary compliance, trust tax regulations, and investment principles. Kathleen's career has spanned prestigious institutions such as Wells Fargo and Morgan Stanley Trust, where she has demonstrated her ability to lead teams and manage complex trust administration processes. Her expertise encompasses a wide range of financial services, including estate planning, asset management, and elder advocacy. Kathleen is passionate about providing high-quality financial guidance to clients, particularly high net worth individuals. With a strong educational background in physical therapy studies, she brings a unique perspective to her financial practice. Outside of her professional life, she is likely to engage in community service or advocacy related to elder care, given her specialization in elder advocacy.

Kathleen`s contact details

mail

***************@ardentrust.com

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Renee Consiglio Ctfa

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Charles George

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Wendy Scribner

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Cima William Moore Cfp

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Zachary Pedigo Cfa

Chief Investment Officer

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